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Investment Management Professional

2 months ago

Southampton, Southampton, United Kingdom Page Personnel Sales Full time

About the Role

The Investment Managers Assistant will provide administrative support to the investment team, ensuring the smooth operation of daily tasks. This includes maintaining office cleanliness, managing stationery, and handling client correspondence. The successful candidate will have excellent communication skills and a general understanding of the stock market.

Key Responsibilities

  • Assist in the provision of administrative services for the investment team.
  • Ensure the office is clean and tidy, and maintain a well-stocked stationery cupboard.
  • Manage client correspondence, including answering phone calls and taking messages.
  • Maintain records, such as the H&S log and Financial Promotions log.
  • Complete dictation transcriptions and prepare meeting refreshments.
  • Ensure valuations are produced and despatched to clients within regulatory timescales.
  • Promote a compliance culture throughout the department.
  • Liaise with the accounts department over cash movements and administer payments.
  • Manage special projects, such as collecting Know Your Client (KYC) information.

Requirements

  • Educated to GCSE or equivalent level, including Maths and English.
  • Industry recognised qualifications, such as an Investment Operations Certificate, are desirable.
  • Experience in a similar environment is preferred, as is a general understanding of the stock market.
  • Good communication skills, both written and verbal.

What We Offer

  • Competitive salary.
  • 25 days annual leave + Bank Holidays.
  • 10% non-contribution pension.
  • Annual salary review.
  • Bonus - individual performance based.
  • Parking available.